Katherine Barnard signed Ascend Wealth Management's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ascend Wealth Management's EIN is 20-1161011.
Download the official 2023 Form 5500 (PDF) for Ascend Wealth Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ascend Wealth Management's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment.
